Ohio Insurance Plan

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Additionally, we provide ancillary benefits such as life, disability, dental and vision on either a company sponsored or voluntary basis. In order to provide you with accurate illustrations, we will need a company census.

We provide quotes from American General, American National, Aviva, Banner Life, Genworth, ING, Prudential, Lincoln Benefit, Lincoln National, MetLife, Minnesota Life, Mutual Of Omaha, Nationwide Insurance, Transamerica, and West Coast Life to name a few.

We specialize in qualified retirement account rollovers. We help with IRA rollovers as well as 403(b), 401(k) & Roth IRA transfers. Our agency specializes in safe, insured and conservative investment accounts that are not subject to market loss. If you are retiring, changing jobs, looking for current or future income – or simply wanting to protect your retirement nest egg from market fluctuations, we can help.

We work with several carriers in order to provide employer based group health insurance for businesses of all sizes. We can also assist with ancillary benefits such as dental, vision, and life. Aetna, Anthem, and United Healthcare are all popular choices as well as some regional insurers. We will require a group census in order to provide accurate quotes.

We specialize in wealth transfer strategies and asset protection. Contact us today to discuss your financial needs and we can recommend strategies for minimizing taxes, accounting for long term care and efficiently passing wealth to your beneficiaries.

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